Reshaping Industry Audio Series: The Endowment Model
The health and economic effects of the COVID-19 crisis, coupled with the heightened focus on racial inequities in the U.S., have altered or accelerated changes in the investment management industry.
In this four part audio series, several of our investment practitioners share key insights on how they believe these changes will impact future investment strategies.
In this segment, Margaret shares her thoughts on the endowment model given the COVID-19 crisis and whether she believes it’s possible for an institution to achieve a 5% real return in the current market environment. She discusses investing in industry “disruptors,” the importance of diversification, and the debate around growth vs. value.
Margaret Chen - Margaret Chen is the Global Head of the Endowment & Foundation Practice and a Partner at Cambridge Associates.
About Cambridge Associates
Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.